PCM

Polaris Capital Management Portfolio holdings

AUM $1.21B
1-Year Est. Return 18.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$716M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$8.06M
2 +$5.38M
3 +$4.87M
4
BFH icon
Bread Financial
BFH
+$3.95M
5
AMBA icon
Ambarella
AMBA
+$3.3M

Top Sells

1 +$11.9M
2 +$7.57M
3 +$1.91M
4
ELV icon
Elevance Health
ELV
+$1.3M
5
AGN
Allergan plc
AGN
+$1.28M

Sector Composition

1 Healthcare 23.14%
2 Technology 17.41%
3 Financials 16.8%
4 Communication Services 6.8%
5 Industrials 5.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-17,239